Financial Planner
Boutique Wealth Management Firm
Parsippany, NJ - Hybrid (2 days in office / 3 days remote)
Join an established boutique wealth management firm serving high-net-worth households. Work closely with the founder and supportive team, overseeing financial planning and long-term relationships for clients. No business development required.
What You’ll Do
- Manage planning and relationships for approximately 40 high-net-worth households
- Prepare cash flow, retirement, tax, and estate plans
- Lead planning discussions alongside the founder and ensure attentive follow-through
What’s Offered
- $90,000– $95,000 base + $15,000 guaranteed annual bonus
- Additional $60,000-$70,000 variable bonus potential, subject to portfolio revenue and market performance
- Hybrid (two days weekly in Parsippany, NJ)
- Medical, dental, 401(k), and profit sharing
What You Bring
- Bachelor's Degree
- 3+ years in financial planning or wealth management, ideally with high-net-worth clients
- Strong analytical, interpersonal, organizational, and follow-through skills
- CFP preferred, though not required
Financial Planner in morris county at Unknown Company
This position is listed as full time and able to be worked remotely.